CUSIP: 46641Q126
Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / REALTY INCOME ET
-
Total 13F shares
-
7,804,629
-
Share change
-
+729,455
-
Total reported value
-
$371,815,466
-
Price per share
-
$47.64
-
Number of holders
-
52
-
Value change
-
+$34,684,571
-
Number of buys
-
36
-
Number of sells
-
14
Security key
46641Q126
Report period
Q2 2025
Institutions
52
Top holders
10
Reporting periods
Holder history for CUSIP 46641Q126
Recent filing periods:
Top shareholders of JPRE - J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET (JPRE) as of Q2 2025
As of 30 Jun 2025,
J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET (JPRE) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,804,629 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, FIRST FOUNDATION ADVISORS, National Philanthropic Trust, Gradient Investments LLC, Anderson Financial Strategies, LLC, RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Beta Wealth Group, Inc., FIRST AMERICAN TRUST, FSB, and ECLECTIC ASSOCIATES INC /ADV.
This page lists
54
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q2 2025 vs Q1 2025 Across Filers
| Investor |
Q1 2025 Shares |
Q2 2025 Shares |
Share Diff |
Share Chg % |
Q1 2025 Value $ |
Q2 2025 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.